Investor FAQs

Frequently Asked Questions for Prospective Investors

Who can invest in Platinum Ridge Private Equity Fund, LP?

Our fund is open to accredited investors and qualified purchasers as defined by U.S. securities regulations. This typically includes:

  • High-net-worth individuals
  • Family offices
  • Institutional investors
  • Trusts, corporations, and LLCs
  • Self-Directed IRA account holders

If you’re unsure whether you qualify, we can assist you in determining your eligibility or guide you to speak with a licensed advisor.

Can I invest through a Self-Directed IRA?

Yes. Self-Directed IRAs (SDIRAs) are an excellent way to diversify retirement portfolios into private equity. We work with several compliant custodians who can facilitate your investment using pre-tax or Roth IRA funds.

Benefits of investing through an SDIRA include:

  • Tax-deferred or tax-free growth
  • Access to alternative asset classes
  • Greater diversification beyond public markets

Our team can help connect you with a qualified custodian if needed.

What is the minimum investment?

The typical minimum commitment for investors is $250,000, although exceptions may be made depending on investor qualifications or fund availability.

What is the investment time horizon?

Platinum Ridge Private Equity Fund is designed with a long-term horizon. Most portfolio companies are held for 5–7 years, depending on the strategic growth plan and market conditions.

Is the fund open to non-U.S. investors?

Yes, non-U.S. investors may be eligible to participate depending on their jurisdiction and tax status. Please contact us to discuss your situation.

Will I receive regular updates?

Absolutely. We provide:

  • Quarterly reports
  • Annual financials
  • Portfolio updates and
  • Access to our investor portal

We value transparency and are committed to proactive communication.

How are returns generated?

Returns are typically realized through:

  • Company growth and EBITDA expansion
  • Strategic exits via sale or recapitalization
  • Distributions to investors upon liquidity events

We target above-market returns while preserving capital through disciplined investment and operational value creation.


WE NEED THIS INFORMATION

Download Our Investor Overview

For a concise summary of our fund’s strategy, leadership, target industries, and investment process, download our Investor Brochure (PDF) here:
[Download Brochure]

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